Timothy Plan High Dividend Stock ETF
TPHD
89 hedge funds and large institutions have $150M invested in Timothy Plan High Dividend Stock ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 13 closing their positions.
121% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 19
32% more capital invested
Capital invested by funds: $114M → $150M (+$36.2M)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
10.04% more ownership
Funds ownership: 37.53% → 47.57% (+10%)
5% more funds holding
Funds holding: 85 → 89 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$33.1M |
| 2 |
W
WorthPointe
La Jolla,
California
|
+$2.68M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.72M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.67M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$5.12M |
| 2 |
SWGC
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
-$2.54M |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$1.04M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$623K |
| 5 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$516K |
TPHD Hedge Fund Activity: Q4 2025 in Review
89 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Timothy Plan High Dividend Stock ETF (TPHD) for Q4 2025, worth a combined $150M — up 32% from $114M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TPHD positions and 13 closed out — a net gain of 4 holders — while 42 added to existing stakes and 19 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $33.1M. The largest seller was OneAscent Financial Services, cutting an estimated $5.12M.
- 89 institutional investors held Timothy Plan High Dividend Stock ETF (TPHD) as of Q4 2025, up from 85 in Q3 2025.
- Funds reported $150M of Timothy Plan High Dividend Stock ETF stock for Q4 2025, up 32% quarter-over-quarter.
- 17 funds opened new Timothy Plan High Dividend Stock ETF positions in Q4 2025 and 13 closed out, a net change of +4 holders.
- The largest Timothy Plan High Dividend Stock ETF buyer in Q4 2025 was Westwood Holdings Group, an estimated $33.1M added.
- The largest Timothy Plan High Dividend Stock ETF seller in Q4 2025 was OneAscent Financial Services, an estimated $5.12M sold.
Based on aggregated 13F filings for Q4 2025.